We are live on ! Find out more
UNH icon

UnitedHealth

3,160 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 333 funds opening new positions, 1,275 increasing their positions, 1,321 reducing their positions, and 298 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 7399 (+26)

19% more call options, than puts

Call options by funds: $24.6B | Put options by funds: $20.7B

12% more first-time investments, than exits

New positions opened: 333 | Existing positions closed: 298

5% more capital invested

Capital invested by funds: $242B → $253B (+$11.9B)

1% less funds holding

Funds holding: 3,1783,160 (-18)

3% less repeat investments, than reductions

Existing positions increased: 1,275 | Existing positions reduced: 1,321

4.24% less ownership

Funds ownership: 85.3%81.06% (-4.2%)

Holders
3,160
Holders Change
-18
Holders Change %
-0.57%
% of All Funds
41.46%
Holding in Top 10
99
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+35.62%
% of All Funds
1.3%
New
333
Increased
1,275
Reduced
1,321
Closed
298
Calls
$24.6B
Puts
$20.7B
Net Calls
+$3.92B
Net Calls Change
+$739M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
3001
Mendota Financial Group
Wisconsin
$62.2K
DPW
3002
DiNuzzo Private Wealth
Pennsylvania
$62K -$2.72K -9 -4%
WA
3003
Westfuller Advisors
New York
$61.5K +$53.8K +178 New
MSWA
3004
Marshall & Sterling Wealth Advisors
New York
$60.5K -$2.72K -9 -5%
PA
3005
Pineridge Advisors
Missouri
$59.8K -$5.44K -18 -9%
MAM
3006
Marquette Asset Management
Minnesota
$59.4K -$25.1K -83 -33%
BHWM
3007
Beaird Harris Wealth Management
Texas
$58.5K -$1.81K -6 -3%
M
3008
MOTCO
Texas
$58.4K
EPW
3009
Evergreen Private Wealth
Colorado
$57.3K
CGA
3010
Compound Global Advisors
Washington
$55.9K
CMP
3011
Coston McIsaac & Partners
Maine
$55K +$2.42K +8 +5%
VWA
3012
Valued Wealth Advisors
Utah
$54.9K -$605 -2 -1%
A
3013
AlphaQuest
New York
$51.8K -$81.4K -269 -64%
YAL
3014
Your Advocates Ltd
Texas
$51.8K
VWA
3015
VSM Wealth Advisory
Maryland
$51.6K +$3.93K +13 +10%
AEPWM
3016
Atlantic Edge Private Wealth Management
Florida
$51.5K -$25.1K -83 -36%
BDPWM
3017
Barnes Dennig Private Wealth Management
Ohio
$50.8K +$1.21K +4 +3%
CCMI
3018
Creative Capital Management Investments
California
$50.4K -$3.02K -10 -6%
RBC
3019
Roble Belko & Company
Pennsylvania
$50K
SA
3020
Scarborough Advisors
Maryland
$49.7K -$3.02K -10 -6%
GJIA
3021
Glass Jacobson Investment Advisors
Maryland
$48.4K +$5.14K +17 +14%
Q1WB
3022
Quest 10 Wealth Builders
Virginia
$48.1K -$63.2K -209 -60%
HHGA
3023
Halbert Hargrove Global Advisors
California
$46.4K +$24.2K +80 +148%
MAS
3024
MPWM Advisory Solutions
Georgia
$45.2K +$36.3K +120 +1,091%
RWS
3025
Retirement Wealth Solutions
Wisconsin
$44.9K -$20.9K -69 -35%

UNH Hedge Fund Activity: Q3 2025 in Review

3,160 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2025, worth a combined $253B — up 4.9% from $242B a quarter earlier.

Buyers outnumbered sellers: 333 funds opened new UNH positions and 298 closed out — a net gain of 35 holders — while 1,275 added to existing stakes and 1,321 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $2.21B. The largest seller was Wellington Management Group, cutting an estimated $2.33B.

  • 3,160 institutional investors held UnitedHealth (UNH) as of Q3 2025, down from 3,178 in Q2 2025.
  • Funds reported $253B of UnitedHealth stock for Q3 2025, up 4.9% quarter-over-quarter.
  • 333 funds opened new UnitedHealth positions in Q3 2025 and 298 closed out, a net change of +35 holders.
  • The largest UnitedHealth buyer in Q3 2025 was Capital Research Global Investors, an estimated $2.21B added.
  • The largest UnitedHealth seller in Q3 2025 was Wellington Management Group, an estimated $2.33B sold.

Based on aggregated 13F filings for Q3 2025.